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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,308 | $103,008-15.2% | $90,304-3.3% | $152,897-42.9% |
| Participation rate | 89.5% | 75.9%+13.6pp | 73.3%+16.2pp | 82.5%+7.0pp |
| Annual return | 26.52% | 95.22%-68.7pp | 78.13%-51.6pp | 345.43%-318.9pp |
| Employer contribution / active EE | $6,964 | $3,139+121.8% | $2,855+143.9% | $4,764+46.2% |
| Participant deferral / active EE | $2,205 | $4,281-48.5% | $3,885-43.2% | $5,851-62.3% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |